KeyBank

Key Family Wealth Strategist

KeyBank

2 months ago
Cincinnati, OH
Hybrid
Full Time
Senior
0 applicants
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KeyBank
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About this role

Senior Family Wealth Advisor role focused on serving ultra-high-net-worth families with net worth greater than $25 million and representing Family Wealth and family office capabilities. The position operates as a senior client-facing trusted advisor engaging across generations and coordinating with internal leadership and family office resources. It supports the growth and positioning of Key’s Family Wealth services within the UHNW market.

Skills

Qualifications

Graduate DegreeMaster's DegreeJDCPACFA
KeyBank

About KeyBank

key.com

Enjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!

About KeyBank

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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